Congress Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.9M | Buy |
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|
2025
Q1 | $54.8M | Buy |
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|
2024
Q4 | $48.8M | Buy |
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|
2024
Q3 | $48.3M | Buy |
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|
2024
Q2 | $710K | Buy |
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|
2024
Q1 | $714K | Sell |
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|
2023
Q4 | $1.27M | Buy |
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|
2023
Q3 | $717K | Buy |
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|
2023
Q2 | $678K | Sell |
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|
2023
Q1 | $877K | Sell |
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|
2022
Q4 | $1.86M | Sell |
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|
2022
Q3 | $6.17M | Buy |
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|
2022
Q2 | $6.51M | Sell |
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|
2022
Q1 | $8.57M | Sell |
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|
2021
Q4 | $8.82M | Buy |
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